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Marblehead
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Marblehead
Showing 21 to 30 of 86 CPAs in Marblehead, Massachusetts
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Kenneth A. Drooks
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Based in Marblehead, Massachusetts, Kenneth A. Drooks brings over 20 years of experience in accounting and taxation to his clients. With specializations in basic accounting services, individual tax services, and small business accounting, Drooks provides support to various business structures, including S-Corps, partnerships, and LLCs, as well as family-owned enterprises. He offers expertise in payroll processing and sales tax compliance, ensuring his clients remain up-to-date on state and federal regulations.
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David A. Mckay
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Based in Marblehead, Massachusetts, David A. Mckay has been providing accounting services for over 15 years, specializing in areas including basic accounting, small business accounting, and business tax services. With expertise in serving various business structures such as S-Corps, partnerships, and LLCs, McKay helps entrepreneurs and startups navigate complex tax regulations and compliance requirements. He also provides sales tax compliance and retirement account tax reporting services, ensuring clients are in compliance with all tax laws and regulations.
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Julie A. Cashman
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Julie A. Cashman is a certified public accountant based in Marblehead, Massachusetts, with over 15 years of professional experience. Her practice focuses on small and medium-sized businesses, offering expertise in a range of services including tax planning and consulting, and sales tax compliance. She provides specialized support for various business structures, such as S-Corps, partnerships, and LLCs, in addition to offering individual tax services and basic accounting services.
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Brian T. Shoer
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Based in Marblehead, Massachusetts, Brian T. Shoer provides accounting and tax services to clients across various industries. With over 20 years of experience in tax planning and consulting, he specializes in basic accounting services, tax compliance, and business tax services. His expertise includes advising family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs, on tax compliance and accounting matters. General accounting and advisory services are also provided to support clients' financial needs and goals.
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John J. Doherty
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
In Marblehead, Massachusetts, John J. Doherty has been providing expert accounting services to entrepreneurs and startups since 2005. As a seasoned professional with a specialization in small business accounting, John's expertise encompasses basic accounting services, tax compliance, and payroll processing and compliance. He offers tax planning and consulting services, helping clients navigate complex tax laws and regulations to minimize their financial burdens.
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Robert A. Lieberson
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Located in Marblehead, Massachusetts, Robert A. Lieberson provides tax and accounting services to individuals and family-owned enterprises. With over 20 years of experience, Lieberson specializes in individual tax services and financial planning, as well as basic accounting services for small and medium-sized businesses. His practice offers a range of services, including IRS representation, and he has a particular focus on financial planning for family-owned enterprises. Robert A. Lieberson is a certified public accountant (CPA) with expertise in tax return preparation for both individuals and businesses.
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Gerry P. Orne
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Gerry P. Orne, a certified public accountant, is based in Marblehead, Massachusetts, and has been serving the community for over 20 years. His expertise includes providing basic accounting services, financial planning, and business tax services, with a focus on meeting the diverse needs of individual clients and family-owned enterprises. Orne also assists clients with sales tax compliance and tax planning, helping them navigate the complexities of local, state, and federal tax laws.
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Brian J. Waters
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Brian J. Waters, a certified public accountant in Marblehead, Massachusetts, has over 15 years of experience serving various business structures, including S-Corps, partnerships, and LLCs. His expertise in basic accounting services, small business accounting, and tax compliance enables him to provide comprehensive support to family-owned enterprises and other local businesses. Prioritizing payroll processing and compliance, general accounting, and advisory services, Waters works closely with clients to ensure their financial needs are met and goals are achieved.
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Alan S. Healy
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Based in Marblehead, Massachusetts, Alan S. Healy is a certified public accountant with over 15 years of experience in taxation and accounting. He specializes in providing tax planning and consulting services to family-owned enterprises and entrepreneurs, in addition to payroll processing and compliance support. With a focus on individual and business tax services, Healy's expertise spans basic accounting, tax planning, and preparation of financial statements. His services cater to the unique needs of startups and established businesses, helping them maintain financial stability and compliance with regulatory requirements.
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D. P. Brennan
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Located in Marblehead, Massachusetts, D. P. Brennan provides accounting services to individuals and families, as well as small and medium-sized businesses. A certified public accountant with years of experience, Brennan focuses on basic accounting services, tax compliance, and financial planning to help clients achieve their financial goals. Brennan's services include general accounting and advisory, as well as sales tax compliance, allowing clients to navigate complex financial regulations with confidence.

Massachusetts's prominent CPA market serves a highly educated, innovation-driven economy with strong financial services and technology sectors. The Massachusetts Board of Public Accountancy requires 150 semester hours for licensure. CPAs must complete 80 hours of continuing professional education every two years, including 4 hours of ethics and 16 hours in accounting or auditing subjects.

Key Tax Considerations: Massachusetts has a flat 5% income tax on most income (9% on short-term capital gains) and complex corporate tax structure. CPAs commonly handle state tax compliance, local property tax issues, multi-state taxation for businesses with operations beyond Massachusetts, and sophisticated estate planning for high-net-worth individuals. The concentration of venture-backed startups creates strong demand for stock option taxation, qualified small business stock (QSBS) planning, and 83(b) election guidance.

Industry Specializations: Biotechnology and life sciences, technology and software, financial services and asset management, healthcare systems, higher education, professional services, and venture capital are primary focus areas. Boston CPAs often specialize in startup equity compensation, biotech R&D tax credits, venture capital fund accounting, or serving the needs of university endowments and research institutions.

For CPA Professionals: The Massachusetts Society of CPAs provides robust resources, particularly in the Greater Boston area. Boston offers big-city opportunities with concentration of national firms and specialized boutiques serving innovative industries. Worcester, Springfield, and Cape Cod provide alternatives with lower costs. The state's highly educated workforce, prestigious universities, and innovation economy create dynamic practice opportunities, though high cost of living and competitive market require strong differentiation.